Stock Attack II - A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack II - A Complete Analysis

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To: Lee Lichterman III who wrote (38367)	7/24/2002 10:25:33 PM
From: Lizzie Tudor	Read Replies (1) of 52237

. IN other words, I dont care how many times he turns inventory, if it is truly more effecient, then the earnings part should reflect that. If the earnings are the same but inventory turns are higher, then it is just trying to put rose colored glasses on everyone and sell a new pardigm story in a new wrapper. This is true if you include in "the earnings part"- cash generated from st investments, and the cash picture in general. A lot of investors (mostly on the bearish side) say just what your post says, that they want the numbers to speak for themselves when evaluating the new business models, but then refuse to look at cash or income generated from investments, which is a key differentiator to the model. L

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